Overview
Assets Under Management: $215 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 52
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.08
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 427
Discretionary Accounts: 426
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 288088
Last Filing Date: 2025-02-14 00:00:00
Website: https://roserockwealth.com